What good looks like
An active recurring invoice definition with correct customer, charges, cadence, dates, terms, and review ownership.
Have these details ready
- A customer-approved recurring charge
- Billing frequency, start/end, due terms, and tax treatment
- Line items, price, and customer delivery preferences
Run the workflow
-
Choose the billing source
Confirm whether billing belongs to a service agreement or a standalone recurring invoice. Avoid configuring both for the same charge.
-
Enter customer and schedule
Select customer, billing contact, start date, frequency, next run, end condition, and payment terms exactly as agreed.
-
Build recurring charges
Add stable line items, quantities, rates, discounts, tax, PO/reference, and customer notes. Keep variable usage out unless the workflow supports review.
-
Set delivery and status
Choose supported delivery behavior and keep the schedule inactive until review is complete.
-
Preview and activate
Review the expected first invoice, next dates, amount, and overlap with existing invoices or agreements, then activate.
-
Audit the first cycle
After the first run, verify invoice content, delivery, due date, customer balance, and accounting handoff before treating the schedule as routine.
Check your work
Do not call the workflow complete until these statements are true.
- Next run and end condition are correct
- No duplicate recurring source exists
- The first generated invoice is reviewed
If something does not look right
The amount changes each cycle
Use a review-based billing process or update the schedule before generation; do not automate an amount that requires judgment.
The schedule created a duplicate
Pause it, preserve both invoice records, and correct the source definition before the next run.